Zonal Investment Counsellor - West

Role Overview

The Zonal Investment Counsellor for the West zone acts as a critical link between the investment team and sales force on the ground, ensuring deep knowledge transfer, market assessment, and driving sales growth through tactical initiatives. This role involves constant engagement with fund management teams and distributors to enhance customer relationships and maximize assets under management (AUM).

Key Responsibilities

• Maintain continuous communication with the fund team and track competitor asset management company launches.
• Develop technical expertise on fund strengths and unique selling propositions in comparison to market peers.
• Continuously evaluate market conditions to align sales strategies accordingly.
• Lead zonal sales initiatives, such as New Fund Offers (NFOs), to boost sales across points of sale.
• Gather and provide actionable ground-level feedback relating to branch operations, distribution, teams, and customer service during branch visits.
• Serve as the primary contact for investment-related queries and provide market and fund outlook insights.
• Build and nurture client relationships to develop a future sales pipeline.
• Collaborate with multiple departments to align fund and market knowledge objectives.
• Increase AUM by strengthening existing client relationships amidst a competitive market landscape with new entrants.
• Act as a product specialist for distributor interactions, supporting sales pitches and educating teams on products.
• Support sales teams in expanding distribution networks and diversifying product portfolios across equity and debt funds.
• Provide competitive market feedback on product positioning and sales trends to investment teams.
• Conduct regular training and knowledge enhancement sessions for internal employees across the zone.
• Organize and lead meetings, huddles, and conference calls with distributors, delivering clear product and market insights.
• Coordinate closely with sales relationship managers during key distributor meetings and manage important clients including family offices and UHNI segments.
• Collaborate daily with zonal leadership and regularly with regional and investment teams to strategize and share updates.

Key Stakeholder Interactions

• Internal: Daily communication with Zonal Head-West for planning and fund discussions; fortnightly interaction with Regional Heads for sales knowledge enhancement; monthly discussions with Investment/Product teams to coordinate on key clients and fund insights.
• External: Daily engagement with distributors and direct stakeholders regarding products, services, and new launches.